Research & Reports
Update: Notable VA Product Changes in 2021
This spreadsheet covers notable variable annuity product changes in 2021 and contains 82 entries…
Summaries of New VA Contracts Registered With the SEC in 2021
This table is our final update on new variable annuity contracts registered with the SEC in 2021; this table contains summaries of 23 new host contracts…
Update: Summaries of New VA Guaranteed Lifetime Withdrawal Benefits Filed With the SEC in 2021
This table is our final update our coverage of new variable annuity guaranteed lifetime withdrawal benefits (GLWBs) registered with the SEC in 2021. The table lists 18 riders, inclusive of New York-specific versions…
Update: Summaries of New Registered Index-Linked Annuities (RILAs) filed in 2021
This table contains our final update on new registered index-linked annuities (RILAs) filed with the SEC in 2021. This table covers 15 contracts, not including instances where a product was refiled…
An Update on Variable Managed-Volatility Portfolios Through 3Q21
This spreadsheet updates our coverage of variable insurance volatility-managed portfolios for the third quarter of 2021. By our count, as of September 30 there were 197 such portfolios in operation, three fewer than the previous...
Summaries of New Registered Index-Linked Annuities (RILAs) filed in 2021
This table contains summaries of new registered index-linked annuities (RILAs) filed with the SEC in 2021. It covers 15 contracts, not including instances where a product was refiled…
Update: Summaries of New VA Guaranteed Lifetime Withdrawal Benefits Filed With the SEC in 2021
This table updates our coverage of new variable annuity guaranteed lifetime withdrawal benefits (GLWBs) registered with the SEC this year. The table lists 16 riders, inclusive of New York-specific versions…
An Update on Variable Managed-Volatility Portfolios Through 2Q21
This spreadsheet updates our coverage of variable insurance volatility-managed portfolios for the second quarter of 2021. By our count, as of June 30 we counted 200 such portfolios in operation, containing over $288 billion in...
Summaries of New VA Contracts Registered With the SEC in 2021
This table contains summaries of 18 new variable annuity contracts registered with the SEC so far this year…